Turn contracts into structured, usable data — quickly.
Minimize manual inputs, no over-engineered workflows. We read contracts with AI and surface the financial and non-financial terms that matter, so teams can understand and act on what was actually agreed.
Clause comparison and deviation analysis
Visibility into bespoke fees and terms
Audit-ready oversight with minimal friction
As large institutional investors expand into wealth, the operating model fundamentally changes. Servicing twenty $1M accounts is operationally very different from servicing one $20M institutional investor.
Manual input and spreadsheet-driven processes don't scale when contracts need to be applied consistently across thousands of individual accounts.
Termfi is built to automate this complexity by reading contracts once and applying their terms programmatically at scale — reducing operational risk while supporting growth into wealth distribution.
A unified platform for managing all LP agreements with complete transparency
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All agreements, side letters, and amendments in one centralized view
AI-powered extraction with source citations for every data point
Instant access to original documents alongside structured data
Termfi is designed to move fast and stay focused.
Clear ownership and outcomes at every step
We prioritize execution over ceremony
Configure rules and logic alongside your team
Support accurate revenue aggregation across products and clients
Faster time to value with a clean, auditable setup.
Fees, rebates, obligations, and hierarchies
Supports evolving products, counterparties, and agreement structures
AI capabilities are available from day one
Configuration adapts as your business changes
Termfi supports hypothetical scenarios so teams can validate behavior early.
You bring the contracts that reflect real complexity — we walk through how Termfi handles them before production.
Turn contracts into structured, actionable data — quickly.